How to Create a Mutual Action Plan Using Flowla

Quick summary

Flowla's Mutual Action Plan lets sales teams create a shared, collaborative workspace that aligns buyers and sellers on every deal milestone. You can connect it to your CRM, set due dates, embed content, and share the plan with customers in a single click.

Steps

1. Click Create Flow and choose a template to start building your mutual action plan.
2. Select the customer's company to associate the plan with the right account.
3. Connect your CRM to sync and track your deals automatically.
4. Review the left pane for a high-level overview of the entire plan.
5. Organize your mutual action plan stages using the left sidebar, divided by different action stages.
6. Click on any action item to edit its content or update due dates.
7. Embed content and add links and CTAs to guide your customer without friction.
8. Set due dates and mark individual actions as done to track progress.
9. Add videos to action plan steps to provide additional context for your customer.
10. Use the share button to send your plan to customers in one click.
11. Generate a shareable link or send an email invite to distribute the plan across platforms.
12. Communicate with customers and stakeholders directly on the same page for clear, contextual conversations.